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Integrations give your agents access to external tools and data. You connect an integration once, then approve the specific tools an agent needs before it runs.
You need a Dataleap account, access to https://app.dataleap.ai, and an account or credentials for the service you want to connect. Your workspace admin may restrict some integrations or tools.

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Connect an integration

You can connect an integration while building an agent or from Settings > Integrations.

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Connect from settings

1

Open Integrations

Open https://app.dataleap.ai, open Settings, and select Integrations.
2

Choose where to save the connection

Select Personal for a connection that belongs to you. If your workspace has teams, select a team to create a Team Connection. Team members may be able to use it from agents owned by that team, depending on your organization settings.
3

Find the integration

Click Add Integrations, search for the integration, and select it. Review its description, available tools, available triggers, and any credit notice before connecting.
4

Start the connection

Click Connect. The setup screen depends on the integration:
  • OAuth integrations open an authorization window. Sign in to the provider, review the requested access, and approve it.
  • Some integrations ask for credentials or other configuration in a Dataleap dialog. Enter the requested details and submit the form.
  • Integrations that do not require authorization connect immediately.
5

Confirm the connection

Finish the provider or configuration screen and return to Dataleap. The integration appears in Integrations. If it is already connected, Dataleap may reuse the existing connection.
Dataleap chat requesting a new Jira connection with a Connect button

You can connect an integration when an agent asks for it while you build a workflow.

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Connect from an agent

When an agent needs an integration that is not connected, describe the task in the agent’s chat. Dataleap identifies the integration it needs and shows a Connect action. Select it, complete the authorization or configuration screen, and return to the chat. Connecting an integration to your account does not automatically give every agent access to every tool. The agent asks for access separately when it needs to use the connection.

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Use an integration

An integration’s available actions depend on the integration, the connection type, your account’s access, and your workspace’s policies.
1

Describe what you want the agent to do

Ask the agent to use the integration. For example: “Find the open Jira issues assigned to me and summarize the blockers.”
2

Review the requested tools

When the agent shows Activate connections, expand each integration to review the tools it wants to add or remove. Tool names and descriptions appear in the list. Some tools may use additional credits.
3

Approve access

Click Approve All to activate the requested connections and let the agent continue. The approval applies to that agent’s workflow. Dataleap asks again if the agent later needs a different set of tools.
The agent requests to activate connections: Gmail and Notion, each listing the exact tools requested, with an Approve All button

Review the requested tools before activating a connection for an agent.

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Personal and team connections

  • A Personal connection runs with the account you authorized and is intended for your agents.
  • A Team Connection is saved for a team. Its availability depends on the team’s use scope and organization settings.
  • If the same integration appears more than once, check the account and team labels before approving access. They may refer to different accounts or credentials.

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Which Slack connection to use

Slack is the one integration you can connect twice: once with your personal Slack account, and once org-wide on behalf of your whole organization. Both can show up under Integrations, and they have different capabilities. If your agent can’t find or read a private channel or DM, it’s probably using the org-wide connection. Ask it in the chat:
“Please switch from the org-wide Slack connection to my personal Slack connection.”
Your admin may have installed Slack without user permissions — in that case personal connections aren’t available, and the org-wide connection is your only option.
For more detail about workspace-wide integration and tool governance, see Integrations & permissions.

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Disconnect and deauthorize an integration

Disconnect an integration when you no longer want Dataleap to use the connection. If the integration is used by agents, review the affected agents before confirming.
Disconnecting removes the saved connection from Dataleap and removes that connection from the agents that use it. It does not delete the underlying records or data in the external app.
1

Open the connection list

Open Settings > Integrations and find the integration. Use Search if needed.
2

Open the disconnect dialog

Open the integration’s actions menu and select Disconnect.
3

Review the impact

Review the account label, team information, and the list of agents that use the connection. Team Connections may be unavailable to other team members after you disconnect them.
4

Choose what happens to affected agents

Deactivate affected agents is selected by default. Leave it selected unless you have already replaced the connection and are ready to update the affected agents.Clear the option only if you intentionally want the agents to remain enabled while you replace or reconfigure their connection. An enabled agent without a usable connection may fail when it runs or may wait for a new connection.
5

Confirm the disconnect

Click Disconnect Integration. Dataleap removes the connection, removes its access from affected agents, and notifies those agents. If deactivation was selected, affected agents are also disabled.
For supported managed integrations, Dataleap also removes the managed provider connection. Some providers keep a separate authorization record. If the provider still lists Dataleap under Authorized apps, Connected applications, or a similar setting, remove Dataleap there to complete provider-side deauthorization. Disconnecting a Team Connection affects every team member or team agent that depends on that connection. Coordinate with the team before removing it.

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Delete your data

To remove Dataleap’s access to an app and delete the data Dataleap received from it, follow these steps.
1

Disconnect the integration in Dataleap

Follow Disconnect and deauthorize an integration. Dataleap deletes the saved connection and its credentials, and your agents stop using the integration.
2

Remove Dataleap in the app's settings

In the app, remove Dataleap from its list of authorized or connected apps. This revokes Dataleap’s access at the source and stops new data, such as new leads, from reaching Dataleap.For example, for Meta Ads, open Facebook and go to Settings & privacy > Settings > Business integrations, find Dataleap, and click Remove.
3

Ask us to delete data already collected

Disconnecting an integration or deleting an agent keeps your run history, including data that came from it, such as lead answers. To delete it, email [email protected] with your account email and organization name. We’ll confirm when the deletion is done.

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Troubleshoot connection issues

If these steps do not resolve the issue, contact Dataleap and include the integration name, the step that failed, and the exact error message. Do not include passwords, access tokens, or other secrets.

Watch: Connecting your tools

See the connection flow in action.

Integrations & permissions

See how admins control integration and tool access across a workspace.